See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,270 | $95,266-7.3% | $82,389+7.1% | $142,382-38.0% |
| Participation rate | 78.9% | 74.5%+4.5pp | 69.5%+9.4pp | 80.1%-1.2pp |
| Annual return | 16.88% | 25.74%-8.9pp | 28.67%-11.8pp | 217.08%-200.2pp |
| Employer contribution / active EE | $2,007 | $2,991-32.9% | $2,517-20.3% | $4,299-53.3% |
| Participant deferral / active EE | $7,983 | $4,809+66.0% | $4,155+92.1% | $6,507+22.7% |
| Admin fee / account holder | $987 | $8,563-88.5% | $7,231-86.4% | $12,624-92.2% |